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Best Portfolio Performance Alternatives ranked by AI · updated Aug 2026

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Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors who want local data control and detailed analytics.

Developer: Portfolio Performance Team Price: Free, open source 🎯 portfolio-performance.info

Top 6 Portfolio Performance alternatives

5 GainsKeeper logo

GainsKeeper

Wolters Kluwer

GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions. It imports brokerage transactions and helps...

Pros

  • Specialized cost-basis and tax-lot tracking for securities
  • Supports wash-sale calculations and corporate actions
  • Designed for brokerage imports and tax reporting

Cons

  • Less suitable for broad portfolio analysis than Sharesight or Quicken
  • Pricing and availability can depend on brokerage or institutional access
  • Not an open-source or fully self-hosted option
6 Stonksfolio logo

Stonksfolio

Stonksfolio

Stonksfolio is an online investment portfolio tracker for retail investors monitoring stocks and other holdings. It focuses on consolidating portfolio positions and...

Pros

  • Simpler setup than full-featured platforms such as Sharesight
  • Free access lowers the barrier for casual investors
  • Focused on portfolio tracking rather than brokerage execution

Cons

  • Fewer tax and reporting tools than Sharesight
  • Less established ecosystem than Yahoo Finance or Empower
  • May offer less support for complex multi-account portfolios

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